User
Form Lead Forms
Build or manage the form/survey and its submitted records.
Step-by-step guide
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
Open this feature
Open /portal/forms on your application domain, or use the matching item in the application menu.
Steps
Create draft
- Open /portal/forms on your own application domain.
- Complete these fields in that form: Form name, Description, Type. Their choices and limits are listed below.
- Select Create draft. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Form name | Required. No more than 255 characters. | Test record (use a unique value where required). |
| Description | Optional, unless this form asks for it. No more than 1000 characters. | A short description of this test record. |
| Type | Required. Choose one of the options shown by the form. | Use the value required by the task; no example is assumed. |
Fields shown in the interface
Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.
Form 1 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Name | Required. No more than 255 characters. |
| Description | Optional, unless this form asks for it. No more than 1000 characters. |
| Type | Required. Choose one of the options shown by the form. |
| CTA label | Required. No more than 80 characters. |
| Thank-you title | Required. No more than 255 characters. |
| Thank-you message | Optional, unless this form asks for it. No more than 1000 characters. |
| Subject | Required. No more than 255 characters. |
| Body | Required. No more than 4000 characters. |
Form 2 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Form name | Required. No more than 255 characters. |
| Description | Optional, unless this form asks for it. No more than 1000 characters. |
| Type | Required. Choose one of the options shown by the form. |
Check the result
After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.
Problems and validation
| Problem | Next step |
|---|---|
| A field rejects the value | Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options. |
| The control is missing | Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task. |
| The saved result is unexpected | Reopen the same record and verify its owner/workspace before repeating the action. |
Messages defined for this screen
| Message | What to review |
|---|---|
| Resolve the launch checklist before publishing. | Check the related field or action in this role’s form. |
Technical reference
Role-scoped source references
Pinned commit: 0a97c2b1d8022981713b1f32874690236dcf1610
- modules/AppFormLeadForms/Http/Controllers/PublicFormController.php
- modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php
- modules/AppFormLeadForms/Livewire/FormLeadForms.php
- modules/AppFormLeadForms/Livewire/FormLeadResponseDetail.php
- modules/AppFormLeadForms/Livewire/FormLeadResponses.php
- modules/AppFormLeadForms/resources/views/form-builder.blade.php
- modules/AppFormLeadForms/resources/views/forms.blade.php
- modules/AppFormLeadForms/resources/views/public/show.blade.php
- modules/AppFormLeadForms/resources/views/public/thanks.blade.php
- modules/AppFormLeadForms/resources/views/response-detail.blade.php
- modules/AppFormLeadForms/resources/views/responses.blade.php
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /f/{uid} |
| POST | /f/{uid}/partial |
| POST | /f/{uid} |
| GET | /f/{uid}/thanks |
| LIVEWIRE | /portal/forms |
| LIVEWIRE | /portal/forms/{form}/builder |
| LIVEWIRE | /portal/responses |
| LIVEWIRE | /portal/responses/{submission} |
Unmapped fields — not user instructions
These fields belong to this role’s source handler, but their screen labels were not confirmed.
| Source key | Handler |
|---|---|
| pages | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.key | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.title | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.description | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.conditional_logic.enabled | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.conditional_logic.match | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.conditional_logic.rules | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.conditional_logic.rules.*.source_field_key | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.conditional_logic.rules.*.operator | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| pages.*.conditional_logic.rules.*.value | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.label | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.type | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.options | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.page_key | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.placeholder | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.help_text | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.default_value | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.width | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.min_length | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.max_length | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.min_value | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.max_value | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.allowed_file_types | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.max_file_size_mb | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.hidden_source_type | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.hidden_source_key | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.calculation_mode | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.calculation_source_keys | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.calculation_multiplier | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.calculation_prefix | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.calculation_suffix | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.enabled | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.match | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.source_field_key | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.operator | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.value | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.rules | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.rules.*.source_field_key | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.rules.*.operator | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| fields.*.conditional_logic.rules.*.value | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| leadScoringRules | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| leadScoringRules.*.field_key | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| leadScoringRules.*.operator | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| leadScoringRules.*.value | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |
| leadScoringRules.*.points | modules/AppFormLeadForms/Livewire/FormLeadFormBuilder.php |